Customer Success Programs
Explore our business growth programs, made to help you grow faster.
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Solutions for Insurance
Quote faster and service better on a secure insurance platform
Connect data, automate work, and launch workflows built for insurance.
Trusted by leading companies
From quote to bind
to claim and renewal
Unify broker, agent, and policyholder data with pipelines for quoting, underwriting, and service.Automate submissions, binders, endorsements, and renewal outreachηͺΆζ―hen track conversion and loss-ratio impact.
It's Easy
Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.
It's Fast
With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, youβll accomplish more in less time β without increasing headcount.
It's All-In-One
With all your software on one platform, you donβt have to stitch together multiple tools to get the job done. And with educational resources & an exclusive founders community, you can grow your business, all in one place.
Submissions & underwriting
Standardize intake, document checks, underwriting tasks, and approvals with SLAs and audit trails.</p>
Document Software
Library to share sales content and see what closes deals.
Integrated E-Signature
Enable secure digital signing to close deals faster without printing or scanning.
Click the X icon on the top right corner to close the modal, alternatively, you can press "escape" or "enter"
Integrated E-Signature
Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.
Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.
Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.
Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.
Accelerate time-to-sign
Insights for coaching
Policy service & portals
Keep policyholders and brokers informed with cases, SLAs, and secure portals across email and SMS.
Centralized Audit Log
Track every action taken by humans, automations, integrations, and AI for transparency and accountability.
Claims and revenue visibility
Track FNOL through resolution, payments, renewals, and cross-sell with unified analytics.
FNOL & Claims
Stand up fast, compliant claims managementβfrom first notice intake to adjuster routing, reserves, and payoutsβby reframing ticketing, workflows, e-sign, and documents you already own.
Payments
Transform your customers' buying experience with natively built CRM-powered payments.
Have a question for our sales team?
Give us a call and we'll walk you through it.
Real-time resource allocation driving performance
Maryon Corporation unified marketing, sales, service, and operations on Hoop, reallocating budget in real time and growing revenue 273% in six months.
273%
Revenue Growth
"Hoop is the control center we needed to grow without adding overhead."
Ana Mitchell
Head of Operations of Maryon Corporation
Pricing
Choose a plan that matches your needs.
Core
Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
- Core CRM
- Marketing Studio
- Service Desk
- Forms & Chat
- Basic Analytics
Pro
Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
- Everything in Core
- Journeys & Automation
- Advanced Analytics
- Custom Objects
- Quotes
Core
Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
- Core CRM
- Marketing Studio
- Service Desk
- Forms & Chat
- Basic Analytics
Pro
Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
- Everything in Core
- Journeys & Automation
- Advanced Analytics
- Custom Objects
- Quotes
Enterprise
Our most powerful marketing, sales, customer service, content, & operations software
$450
/
month
per seat
- Everything in Pro
- SSO & Permissions
- Sandbox
- Data Pipelines
- Multi-Brand
It's already easy to use. But weβre still here for you.
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24/7Β Support
Our award-winning support team is available 24/7 to answer platform-specific questions.
Onboarding
Get started fast with intuitive onboarding that guides you step by step and offers tailored templates to customize your CRM for your industry.
Education
You'll find everything you need to master the software and industry best practices as you grow.
Voted # 1 in 32 reports
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1500+ app integrations
Frequently asked questions
Ready to transform your insurance operations?
See how Hoop can unify your data and automate workflows for lasting growth.